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About Us

Our Mission

To help hard working individuals reach their financial potential and grow their wealth by creating a straight-line map to their perfect financial picture.

Our Primary Purpose

We have brought together a team of specialists to ensure our clients unique situation is fully understood and that they receive efficient, expert, and friendly financial planning advice and services.

As your Financial Advisors, we will coordinate the financial planning process for you. We will help you to identify your goals and work with you to implement a series of strategies that will help you to realize your vision for the future.

Our History

 We are a father and son team who has worked together for many years and have over 20 years of combined experience building our clients wealth. We began in the wealth management as so few had just after the catastrophe in 2008. As investment focused local members of the community we saw the value in being opportunity driven during this time for those we knew who needed guidance. Since our inception we pride ourselves on being someone you can rely on for one of the most important parts of your life. We promote the perfect blend of stability, innovation, longevity and continuity for our clients through our experience and youth. Our company is a true local company with roots all throughout Hilton head and the lowcountry. We are a family practice but with proven innovative yet practical strategy, client care and proper succession in place.

Our Values


Our first priority is never losing sight of what's most important to you. Whether that be helping you take care of yourself and your family, preparing for retirement, or even taking a vacation. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. At the end of the day we aim to never lose sight of what's most important to you!

Client Centered

Knowledge is Power

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Chris Tassone, CFP®, AEP®, AIF®

Financial Advisor



Chris has been in the financial services industry for over 15 years. He specializes in helping a small group of successful individuals and businesses set goals and implement strategies designed to achieve their perfect financial...

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Cj Tassone, CFP®, ChFC®, AIF®

Financial Advisor


Cj got his first taste of retirement planning at a young age. While wrapping up his college degree, Cj spoke to communities all over the lowcountry educating them on Medicare. After years of navigating seniors through the complexities...

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